DMC

Drexel Morgan & Co Portfolio holdings

AUM $639M
1-Year Est. Return 27.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$563M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$12.8M
3 +$10.4M
4
UPS icon
United Parcel Service
UPS
+$9.84M
5
CLF icon
Cleveland-Cliffs
CLF
+$8.25M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 23.84%
2 Financials 15.18%
3 Industrials 12.9%
4 Technology 11.72%
5 Healthcare 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$253K 0.05%
3,650
52
$243K 0.04%
500
53
$240K 0.04%
1,080
54
$216K 0.04%
+5,000
55
$216K 0.04%
700
56
$209K 0.04%
750